Interactive Checklists

Never miss a step again with interactive checklists

Support new and tenured employees and provide in-the-moment guidance with interactive checklists.

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Interactive Checklists in Knowledge Ops Platform

Adapt to users’ needs with clear prompts and foldable sections

Meet your users where they are at. Interactive checklists enable you to build dynamic checklists that provide fast prompts for tenured employees while expanding to provide further explanations for less-experienced employees who need extra support.

Interactive Checklists in Knowledge Ops Platform
Foldable sections in interactive checklists

Give employees a scannable reference point

Avoid inevitable memory lapses. With interactive checklists, users can quickly reference the information they need to perform any task. That ensures no one misses a critical step in any procedure and decreases the amount of time it takes to handle a task.

Foldable sections in interactive checklists
AI Outline into Checklist

Turn word soups into checklists with AI

Wordy manuals that pose as standard operating procedures confuse employees. Pull the most important information from those guides with AI tools that identify the critical steps and create an actionable outline and checklist summary.

AI Outline into Checklist

What ScreenSteps customers are saying

“This platform has been a real game-changer in transforming the way we create and transfer knowledge. It's helped us grow employee expertise and create a remarkable member experience.”

Alaska Delaire
Information Technology Support Specialist, connectFirst Credit Union

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“We were able to foster a smoother transition for our association to the Fiserv DNA Loan Servicing Account System due to the implementation of the ScreenSteps platform.”

Carrie Casto
Director of Project Management, Farm Credit of the Virginias

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“The customer care team LOVES these digital guides. They've told me how much ScreenSteps has helped them do their job.”

Lori Bright
Training & Development Manager

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FAQs

Can I use checklists as a task management tool?

Can I use Interactive Checklists and Workflow Articles in Courses or the Browser Extension?

Are all article types included in all plans?

Do I have to pay for the different types of articles separately?

Can you help design interactive checklists?

Discover features that make a Knowledge Ops Platform different than traditional knowledge management tools

Clarify AI

Clarify AI

Introducing Clarify, the ScreenSteps AI-powered Knowledge Ops assistant, designed to help your team capture, use, update, and manage knowledge faster and more efficiently.

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Clarify AI
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Decision Trees

Account for every variable with decision trees that walk employees through every twist and turn of complicated procedures.

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Browser Extension

Browser Extension

Integrate your Knowledge Ops Platform with every web-based application, giving your employees answers wherever they work.

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Browser Extension
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Discover more about what makes a knowledge ops platform different (and better)

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Turn every employee into an expert

Give your employees the confidence to handle every procedure independently while saving time in the process.

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Turn every employee into an expert with a Knowledge Ops Platform

Give your employees the confidence to handle every procedure independently while saving time in the process.

Schedule a ScreenSteps Demo icon-arrow-right-2